LOGAN CAPITAL MANAGEMENT, INC.
SEC RegisteredAbout the firm
Logan Capital Management is a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940. Logan Capital is independently owned and operated.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, wealth advisory, and strategies including exchange traded funds.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,419 | $547M |
| High Net Worth Individuals | 379 | $856M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 24 | $104M |
| State/Municipal Entities | 21 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 15 | — |
| Corporations | 0 | $0 |
16 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Balanced/Dividend Performers/Fixed Income - First | 0.65% |
| Balanced/Dividend Performers/Fixed Income - Next | 0.55% |
| Balanced/Dividend Performers/Fixed Income - Next | 0.45% |
| Balanced/Dividend Performers/Fixed Income - Next | 0.35% |
| International ADR/ORD - First | 0.75% |
| International ADR/ORD - Next | 0.65% |
| International ADR/ORD - Next | 0.60% |
| International ADR/ORD - Next | 0.50% |
| Global - First | 0.75% |
| Global - Next | 0.65% |
| Global - Next | 0.50% |
| Accounts under $10M - flat fee | 1.75% |
| Wealth Advisory | 1.00% |
Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LOGAN CAPITAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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